Resources and the Cycle

Tim Hannon

The resources industry performed well over 2016 and it may appear to some that it is ‘too late’ to increase exposure to the sector. Our analysis suggests that the recovery remains in its early stage. In making our case we have written the following research piece providing eight justifications for investing in the global resource extraction industry: 1. Economic outcome of the resources boom 2. Existential crisis of the resources industry 3. Psychological impact on leadership 4. Recovery period: value over volume 5. China capacity closures to protect the environment 6. Chinese fixed asset investment 7. Global growth is recovering strongly 8. Animal spirits are yet to emerge

Tim Hannon

Tim has 22 years’ experience in the investment and securities markets. Tim was a partner of Goldman Sachs JBWere and during his 15-year tenure at the firm had senior experience across all areas of equities investing.



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